ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $276M
1-Year Est. Return 11.14%
This Quarter Est. Return
1 Year Est. Return
+11.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$12M
3 +$8.21M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.73M
5
AAPL icon
Apple
AAPL
+$7.03M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.84%
2 Technology 10.82%
3 Consumer Discretionary 9.7%
4 Financials 7.45%
5 Consumer Staples 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$179K 0.08%
+2,793
127
$176K 0.08%
+10,193
128
$175K 0.08%
+822
129
$170K 0.08%
+215
130
$149K 0.07%
+3,641
131
$147K 0.07%
+2,103
132
$140K 0.06%
+1,310
133
$129K 0.06%
+750
134
$128K 0.06%
+679
135
$127K 0.06%
+1,000
136
$118K 0.05%
+13,765
137
$115K 0.05%
+600
138
$109K 0.05%
+1,143
139
$104K 0.05%
+2,000
140
$87K 0.04%
+1,306
141
$70K 0.03%
+300
142
$63K 0.03%
+438
143
$52K 0.02%
+295
144
$37K 0.02%
+530
145
$33K 0.02%
+10,600
146
$29K 0.01%
+5,000
147
$23K 0.01%
+250
148
$4K ﹤0.01%
+62
149
0
150
0